Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ALBEN F & CLARA G BATES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)159 COTTAGE HILL ROAD APT 113
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ELMHURST, IL60126
A Employer identification number

36-6081072
B Telephone number (see instructions)

(630) 832-1070
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,388,758J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 72 72  
4 Dividends and interest from securities... 91,219 91,219  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
373,617
b Gross sales price for all assets on line 6a 603,359
7 Capital gain net income (from Part IV, line 2)... 26,569
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,304 34,304  
12 Total. Add lines 1 through 11........ 499,212 152,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,290 10,145   10,145
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,495 3,495    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,368 3,505   863
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
118 118  
20 Occupancy.............. 4,675 2,338   2,337
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
349 204   145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,295 19,805   13,490
25 Contributions, gifts, grants paid....... 700,000 700,000
26 Total expenses and disbursements. Add lines 24 and 25 733,295 19,805   713,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -234,083
b Net investment income (if negative, enter -0-) 132,359
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 114,781 31,995 31,995
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,664,189 Click to see attachment
List of Attached Documents:
// Content
1,513,000 		3,356,763
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow4,922
Less: accumulated depreciation (attach schedule) right arrow2,860 2,180 Click to see attachment
List of Attached Documents:
// Content
2,062 		 
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,781,150 1,547,057 3,388,758
Liabilities 17 Accounts payable and accrued expenses.......... 535 525
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 535 525
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,780,615 1,546,532
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,780,615 1,546,532
30 Total liabilities and net assets/fund balances (see instructions). 1,781,150 1,547,057
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,780,615
2
Enter amount from Part I, line 27a .....................
2
-234,083
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,546,532
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,546,532
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 26,569
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,840
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,840
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,840
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,877
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,877
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,037
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,037 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOSEPHINE PRASIL Telephone no.right arrow (630) 832-1070

Located atright arrow159 COTTAGE HILL RDELMHURSTIL ZIP+4right arrow60126
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPHINE B PRASIL VP/SEC/TREAS
10.00 		20,290 0 0
159 COTTAGE HILL AVENUE 113
ELMHURST,IL60126
PATRICIA B PACE PRESIDENT
1.00 		0 0 0
159 COTTAGE HILL AVE 113
ELMHURST,IL60126
DEBORAH D COLLINS VP/ASST. TRE
1.00 		0 0 0
159 COTTAGE HILL AVE 113
ELMHURST,IL60126
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,709,292
b
Average of monthly cash balances.......................
1b
32,020
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,741,312
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
3,741,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,120
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,685,192
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
184,260
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
184,260
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,840
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,840
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
182,420
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
182,420
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
182,420
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
713,490
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
713,490
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 182,420
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 145,763
b From 2019...... 225,553
c From 2020...... 470,787
d From 2021...... 758,212
e From 2022...... 504,697
f Total of lines 3a through e ........ 2,105,012
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 713,490
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 182,420
e Remaining amount distributed out of corpus 531,070
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,636,082
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		145,763
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,490,319
10 Analysis of line 9:
a Excess from 2019.... 225,553
b Excess from 2020.... 470,787
c Excess from 2021.... 758,212
d Excess from 2022.... 504,697
e Excess from 2023.... 531,070
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1ST CONGREGATIONAL CHURCH ELMHURST

235 S KENILWORTH
ELMHURST,IL60126 		NONE   UNRESTRICTED 2,000

AURORA UNIVERSITY - MUSIC ON THE LA

350 CONSTANCE BOULEVAARD
WILLIAMS BAY,WI53191 		NONE   UNRESTRICTED 3,500

BROOKFIELD ZOO

3300 GOLF ROAD
BROOKFIELD,IL60513 		NONE   UNRESTRICTED 4,500

CENTRAL IOWA SYMPHONY

PO BOX 1080
AMES,IA500141080 		NONE   UNRESTRICTED 2,000

CHRISTOPHER & DANA REEVE FOUNDATION

636 MORRIS TURNPIKE SUITE
SHORT HILLS,NJ07078 		NONE   UNRESTRICTED 2,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE
BETHESDA,MD20814 		NONE   UNRESTRICTED 2,000

DUPAGE CHILDRENS MUSEUM

301 N WASHINGTON STREET
NAPERVILLE,IL60540 		NONE   UNRESTRICTED 4,000

ELMHURST ART MUSEUM

150 COTTAGE HILL AVENUE
ELMHURST,IL60126 		NONE   UNRESTRICTED 1,500

ELMHURST UNIVERSITY

190 S PROSPECT AVENUE
ELMHURST,IL60126 		NONE   UNRESTRICTED 20,000

ELMHURST FAMILY YMCA

211 W FIRST STREET
ELMHURST,IL60126 		NONE   UNRESTRICTED 15,500

ELMHURST HERITAGE FOUNDATION

120 E PARK
ELMHURST,IL60126 		NONE   UNRESTRICTED 20,000

ELMHURST MEMORIAL HOSPITAL ASSN

155 E BRUSH HILL ROAD
ELMHURST,IL60126 		NONE   UNRESTRICTED 20,000

ELMHURST SYMPHONY ASSOCIATION

PO BOX 345
ELMHURST,IL60126 		NONE   UNRESTRICTED 1,500

EPISCOPAL CHURCH OF OUR SAVIOR

116 E CHURCH STREET
ELMHURST,IL60126 		NONE   UNRESTRICTED 4,000

FONTANA PUBLIC LIBRARY

166 2ND AVENUE
FONTANA,WI53125 		NONE   UNRESTRICTED 1,000

GENEVA LAKE ASSOCIATION

PO BOX 412
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 1,500

GENEVA LAKE CONSERVANCY

PO BOX 588 398 MILL ST
FONTANA,WI53125 		NONE   UNRESTRICTED 6,000

GENEVA LAKE ENVIRONMENTAL AGENCY

PO BOX 914
WILLIAMS BAY,WI531910914 		NONE   UNRESTRICTED 4,000

GENEVA LAKE LEVEL CORPORATION

PO BOX 656
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 1,500

GENEVA LAKE WATER SAFETY COMMITTEE

PO BOX 548
WILLIAMS BAY,WI53191 		NONE   UNRESTRICTED 14,000

GIGI'S PLAYHOUSE - CHICAGO

3948 N LINCOLN AVENUE
CHICAGO,IL60613 		NONE   UNRESTRICTED 24,000

GRAUE MILL AND MUSEUM

3800 S YORK ROAD
OAK BROOK,IL60523 		NONE   UNRESTRICTED 3,500

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		NONE   UNRESTRICTED 2,000

HINSDALE HOSPITAL FOUNDATION

120 N OAK STREET
HINSDALE,IL60521 		NONE   UNRESTRICTED 4,000

HORTICULTURAL HALL FOUNDATION

PO BOX 71
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 1,500

IOWA ENVIRONMENTAL COUNCIL

521 E LOCUST ST SUITE 220
DES MOINES,IA50309 		NONE   UNRESTRICTED 2,000

IOWA WILDLIFE CENTER

328 MAIN ST SUITE 208
AMES,IA50010 		NONE   UNRESTRICTED 8,000

KEYS CHILDREN FOUNDATION

24 DOCKSIDE LANE PMB 139
KEY LARGO,FL330375267 		NONE   UNRESTRICTED 10,000

KHOI-FM RADIO

410 DOUGLAS AVE
AMES,IA50010 		NONE   UNRESTRICTED 2,000

LAKE GENEVA FRESH AIR ASSOCIATION

PO BOX 10 361 N LAKE SHO
WILLIAMS BAY,WI53191 		NONE   UNRESTRICTED 6,000

LEAGUE OF WOMEN VOTERS OF US

2236 STORM STREET
AMES,IA50010 		NONE   UNRESTRICTED 2,000

LURIE CHILDRENS HOSPITAL FOUNDATION

225 E CHICAGO AVE
CHICAGO,IL60611 		NONE   UNRESTRICTED 11,400

MCLEAN HOSPITAL

115 MILL STREET
BELMONT,MA024789106 		NONE   UNRESTRICTED 20,000

MERCY WALWORTH MEDICAL CENTER

1000 MINERAL POINT AVENUE
JANESVILLE,WI535475003 		NONE   UNRESTRICTED 4,000

MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL605321293 		NONE   UNRESTRICTED 1,000

ONE THOUSAND FRIENDS OF IOWA

3850 MERLE HAY ROAD 605
DES MOINES,IA503101300 		NONE   UNRESTRICTED 2,000

PLANNED PARENTHOOD OF THE HEARTLAND

PO BOX 4557
DES MOINES,IA503054557 		NONE   UNRESTRICTED 2,000

SHRINERS HOSPITALS FOR CHILDREN

2211 N OAK PARK AVE
CHICAGO,IL60707 		NONE   UNRESTRICTED 4,500

ST JOHNS NW MILITARY ACADEMY FOUND

1101 GENESEE STREET
DELAFIELD,WI530181498 		NONE   UNRESTRICTED 2,400

UNITED CEREBRAL PALSY SEQUIN-CHGO

3100 S CENTRAL AVENUE
CICERO,IL60804 		NONE   UNRESTRICTED 2,000

US FUND FOR UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		NONE   UNRESTRICTED 2,000

VASSAR COLLEGE

BOX 725 - 124 RAYMOND AVE
POUGHKEEPSIE,NY126040014 		NONE   UNRESTRICTED 5,000

WELLNESS HOUSE

131 N COUNTY LINE ROAD
HINSDALE,IL60521 		NONE   UNRESTRICTED 2,000

WM GUY FORBECK RESEARCH FNDN

PO BOX 1033
CARBONDALE,CO81623 		NONE   UNRESTRICTED 2,000

CASS COMMUNITY SOCIAL SERVICES

11745 ROSA PARKS BLVD
DETROIT,MI48206 		NONE   UNRESTRICTED 4,000

DOWNTOWN BOXING GYM YOUTH PRG

6445 E VERNON HWY
DETROIT,MI48207 		NONE   UNRESTRICTED 2,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		NONE   UNRESTRICTED 3,000

HELPING ANIMALS TO SURVIVE

PO BOX 243
DENVER,CO80206 		NONE   UNRESTRICTED 2,000

HINSDALE HUMANE SOCIETY

21 SALT CREEK LANE
HINSDALE,IL60521 		NONE   UNRESTRICTED 2,000

HOLY FAMILY MINISTRIES

3225 ARNOLD LANE
NORTHBROOK,IL60062 		NONE   UNRESTRICTED 3,000

JUNIOR LEAGUE OF CHICAGO

1447 N ASTOR STREET
CHICAGO,IL60610 		NONE   UNRESTRICTED 2,000

KAPPA KAPPA GAMMA FOUNDATION

6640 RIVERSIDE DR STE 200
DUBLIN,OH43017 		NONE   UNRESTRICTED 8,000

LIONS CLUB OF CLARENDON HILLS

PO BOX 61
CLARENDON HILLS,IL60514 		NONE   UNRESTRICTED 2,000

NATL ALOPECIA AREATA FOUND

65 MITCHELL BLVD STE 200B
SAN RAFAEL,CA94903 		NONE   UNRESTRICTED 12,000

OCEAN CONSERVANCY

1900 19TH ST NW 8TH FL
WASHINGTON,DC20036 		NONE   UNRESTRICTED 3,000

OCEAN REEF CULTURAL CENTER

200 ANCHOR DR
KEY LARGO,FL33037 		NONE   UNRESTRICTED 20,000

ORACLE SCHOOLS FOUNDATION

PO BOX 8863
CATALINA,AZ85738 		NONE   UNRESTRICTED 6,000

PIONEER WORKS ART FOUNDATION

159 PIONEER ST
BROOKLYN,NY11231 		NONE   UNRESTRICTED 2,000

PLANNED PARENTHOOD FED OF AMER

PO BOX 97166
WASHINGTON,DC20090 		NONE   UNRESTRICTED 2,000

SPECIAL KIDS DAY

533 SPRING RD
ELMHURST,IL60126 		NONE   UNRESTRICTED 2,000

THE HUNDRED CLUB OF CHICAGO

875 N MICHIGAN AVE 1351
CHICAGO,IL60611 		NONE   UNRESTRICTED 5,000

TRIANGLE LAND CONSERVANCY INC

514 S DUKE ST
DURHAM,NC27701 		NONE   UNRESTRICTED 20,000

UNIVERSITY OF AZ FOUNDATION

PO BOX 210067 MLBV67
TUCSON,AZ85721 		NONE   UNRESTRICTED 3,000

UNIVERSITY OF WI FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278 		NONE   UNRRESTRICTED 3,000

VOLUNTEERS IN ASIA

995 MARKET ST
SAN FRANCISCO,CA94103 		NONE   UNRESTRICTED 2,000

WBEZ-NPR

848 E GRAND AVE
CHICAGO,IL60611 		NONE   UNRESTRICTED 2,000

YELLOWSTONEYUKON CONSERVATION

200-1350 RAILWAY AVE
CANMORE TW P,ALBERTA  
CA 		NONE   UNRESTRICTED 20,000

COALITION FOR SONORAN DESERT PROTEC

738 N 5TH AVE
TUCSON,AZ85705 		NONE   UNRESTRICTED 2,000

COLORADO CRANE CONSERVATION

40625 COUNTY RD 69A
HAYDEN,CO81639 		NONE   UNRESTRICTED 2,000

EASTERN MARKET CORPORATION

2934 RUSSELL ST
DETROIT,MI48207 		NONE   UNRESTRICTED 2,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE   UNRESTRICTED 2,000

FREEDOM HOUSE DETROIT

PO BOX 9208
DETROIT,MI48209 		NONE   UNRESTRICTED 3,000

FRIENDS OF KISHWAUKETOE LTD

250 WILLIAMS ST BOX 580
WILLIAMS BAY,WI53191 		NONE   UNRESTRICTED 2,000

GLOBAL GIVING FOUNDATION

1110 VERMONT AVE NW 550
WASHINGTON,DC20005 		NONE   UNRESTRICTED 2,000

LOYOLA CARDINAL BERNADINE CENTER

2160 W FIRST AVE
MAYWOOD,IL60153 		NONE   UNRESTRICTED 10,000

MIDWEST SHELTER FOR HOMELESS

433 S CARLTON AVE
WHEATON,IL60187 		NONE   UNRESTRICTED 5,100

SAFE HAVEN FOR CATS

8134-137 GARVEY DR
RALEIGH,NC276163267 		NONE   UNRESTRICTED 5,000

ST JUDE CHILDREN'S RESEARCH HOSP

501 ST JUDE PL
MEMPHIS,TN38105 		NONE   UNRESTRICTED 4,400

WOUNDED WARRIER PROJECT

PO BOX 758516
TOPEKA,KS666758516 		NONE   UNRESTRICTED 5,000

AMERICAN RED CROSS

2200 W HARRISON ST
CHICAGO,IL60612 		NONE   UNRESTRICTED 3,000

AMERICAN THEATRE WING

230 W 41ST ST STE 1101
NEW YORK,NY10036 		NONE   UNRESTRICTED 5,000

ARIZONA FRIENDS OF FOSTER CHILDREN

360 E CORONADO RD 190
PHOENIX,AZ85004 		NONE   UNRESTRICTED 2,000

BALI ANIMAL WELFARE ASSOCIATION

PO BOX 5367
WALNUT CREEK,CA945961367 		NONE   UNRESTRICTED 3,300

BIG FOOT EMERGENCY FOOD PANTRY

111 FREMONT ST
WADSWORTH,WI53184 		NONE   UNRESTRICTED 2,000

BRAIN & BEHAVIOR RESEARCH FDN

747 THIRD AVE 33RD FL
NEW YORK,NY10017 		NONE   UNRESTRICTED 10,000

CAIRO HISTORICAL PRESERVATION

1609 WASHINGTON AVE
CAIRO,IL62914 		NONE   UNRESTRICTED 6,600

CANINE THERAPY CORPS

3918 FULLERTON AVE
CHICAGO,IL60647 		NONE   UNRESTRICTED 2,000

CHARLOTTE RESCUE MISSION

PO BOX 33000
CHARLOTTE,NC28233 		NONE   UNRESTRICTED 5,000

CHICAGO POLICE MEMORIAL FDN

1407 W WASHINGTON BLVD
CHICAGO,IL60607 		NONE   UNRESTRICTED 2,000

CHILDRENS RESEARCH TRIANGLE

70 E LAKE ST 1300
CHICAGO,IL60601 		NONE   UNRESTRICTED 1,000

CREATIVE CAPITAL FOUNDATION

15 MAIDEN LANE 18TH FL
NEW YORK,NY10038 		NONE   UNRESTRICTED 2,000

FIGHT WITH ME

411 STONEMONT WAY
STANLEY,NC28164 		NONE   UNRESTRICTED 10,000

FONTANA FIRE & RESCUE DEPT

190 FONTANA BLVD
FONTANA,WI53125 		NONE   UNRESTRICTED 2,000

FRIENDS OF ELMHURST PUBLIC LIBRARY

125 S PROSPECT
ELMHURST,IL60126 		NONE   UNRESTRICTED 2,000

FRIENDS OF HINSDALE LIBRARY

20 E MAPLE
HINSDALE,IL60521 		NONE   UNRESTRICTED 2,000

GENEVA LAKE MUSEUM

255 MILL ST
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 2,000

GROUNDWORK FOR RESILIENT COMMUN

148 E FRONT ST
TRAVERSE CITY,MI49684 		NONE   UNRESTRICTED 2,000

HCS FAMILY SERVICES

19 E CHICAGO AVE 2ND FL
HINSDALE,IL60521 		NONE   UNRESTRICTED 6,500

HUDSON COMMUNITY FOUNDATION

49 E MAIN ST PO BOX 944
HUDSON,OH44236 		NONE   UNRESTRICTED 10,000

KEEP GROWING DETROIT

1445 ADELAIDE ST
DETROIT,MI48207 		NONE   UNRESTRICTED 3,000

LIFEBLANC

4775 RICHMOND RD
CLEVELAND,OH44128 		NONE   UNRESTRICTED 3,000

NATURE CONSERVANCY

4245 N FAIRFAX DR STE 100
ARLINGTON,VA222031606 		NONE   UNRESTRICTED 2,500

NORTHWESTERN MEMORIAL DELNOR HOSP

300 RANDALL RD
GENEVA,IL60134 		NONE   UNRESTRICTED 10,000

OCEAN REEF MEDICAL CENTER FDN

50 BARRACUDA LANE
KEY LARGO,FL33037 		NONE   UNRESTRICTED 5,000

ONE TREE PLANTED

145 PINE HAVEN SHORES RD
SHELBURNE,VT05482 		NONE   UNRESTRICTED 2,000

PROPUBLICA

155 AVE OF THE AMERICAS
NEW YORK,NY10013 		NONE   UNRESTRICTED 2,000

PROTESTANT FDT OCEAN REEF CHAPEL

31 OCEAN REEF DR C101-248
KEY LARGO,FL33037 		NONE   UNRESTRICTED 2,000

SEEDS OF INDEPENDENCE

29 BURBANK AVE
BRUNSWICK,ME04011 		NONE   UNRESTRICTED 2,000

THE MAGIC FOUNDATION

6645 N AVE
OAK PARK,IL60302 		NONE   UNRESTRICTED 2,000

UNIVERSITY OF IOWA

240 S MADISON ST
IOWA CITY,IA52242 		NONE   UNRESTRICTED 2,400

THE ENVIRONMENTAL EDUCATION FDN

PO BOX 244
FONTANA,WI531250244 		NONE   UNRESTRICTED 2,000

ACUMEN FUND INC

40 WORTH ST STE 303
NEW YORK,NY10013 		NONE   UNRESTRICTED 2,000

AURORA HEALTH CARE FOUNDATION

950 N 12TH ST STE A511
MILWAUKEE,WI53233 		NONE   UNRESTRICTED 2,500

BEST BUDDIES ILLINOIS

101 W GRAND AV
CHICAGO,IL60654 		NONE   UNRESTRICTED 600

BRIGHAM AND WOMEN'S HOSPITAL

41 AVE LOUIS PASTEUR
BOSTON,MA02115 		NONE   UNRESTRICTED 8,000

CAMP HIGHLAND FOR BOYS

8450 CAMP HIGHLAND RD
SAYNER,WI54560 		NONE   UNRESTRICTED 2,000

CATSKILL MOUNTAINKEEPER INC

PO BOX 1000
LIVINGSTON MANOR,NY12758 		NONE   UNRESTRICTED 2,000

COMMUNITY ACTION OF GREENE CTY

7856 SOUTE 9W
CATSKILL,NY12414 		NONE   UNRRESTRICTED 2,000

DEPAUL COLLEGE PREP FOUNDATION

3333 N ROCKWELL ST
CHICAGO,IL60618 		NONE   UNRESTRICTED 5,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FL
NEW YORK,NY100061705 		NONE   UNRESTRICTED 2,500

EARTHJUSTICE

50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		NONE   UNRESTRICTED 2,000

FLORIDA KEYS CHILDREN'S SHELTER

73 HIGH POINT RD
TAVEMIER,FL33070 		NONE   UNRESTRICTED 3,000

FOOD AND WATER WATCH

1616 P ST NW STE 300
WASHINGTON,DC20036 		NONE   UNRERSTRICTED 2,000

FRIENDS OF HEERMANCE MEMORIAL LIB

1 ELY ST
COXACKIE,NY12051 		NONE   UNRESTRICTED 2,000

MEALS ON WHEELS - ORANGE COUNTY NC

PO BOX 2102
CHAPEL HILL,NC27515 		NONE   UNRESTRICTED 5,000

OCEAN REEF COMMUNITY FOUNDATION

35 OCEAN REEF DR STE 148
KEY LARGO,FL33037 		NONE   RESTRICTED 10,500

SILVERLAKE IND JEWISH COMMUNITY CTR

1110 BATES AVE
LOS ANGELES,CA90029 		NONE   UNRESTRICTED 9,000

STUDENT CONSERVATION ASSOCIATION

1310 N COURTHOUSE RD
ARLINGTON,VA22201 		NONE   UNRESTRICTED 2,000

THE NATIONAL WWII MUSEUM

945 MAGAZINE ST
NEW ORLEANS,LA70130 		NONE   UNRESTRICTED 5,000

TRIO ANIMAL FOUNDATION

516 N OGDEN AVE STE 199
CHICAGO,IL60642 		NONE   UNRESTRICTED 2,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		NONE   UNRESTRICTED 2,500

SEA TURTLE CONSERVANCY

45810 NW 6TH ST STE A
GAINSVILLE,FL32609 		NONE   UNRESTRICTED 3,300

BELFRY MUSIC THEATRE FOUNDATION

3601 WI 67
DELAVAN,WI53115 		NONE   UNRESTRICTED 2,000

CHRIST CHURCH EPISCOPAL

470 MAPLE ST
WINNETKA,IL60093 		NONE   UNRESTRICTED 2,000

COVENANT HARBOR BIBLE CAMP

1724 W MAIN ST
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 2,000

COVENANT HOUSE ILLINOIS

2934 W LAKE ST
CHICAGO,IL60612 		NONE   UNRESTRICTED 2,000

DUPAGE HISTORICAL MUSEUM FTN

102 E WESLEY
WHEATON,IL60187 		NONE   UNRESTRICTED 2,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 W FULLERTON
CHICAGO,IL60647 		NONE   UNRESTRICTED 2,000

SADDLEBROOK COMMUNITY OUTREACH

63675 E SADDLEBROOK BLVD
TUCSON,AZ85739 		NONE   UNRESTRICTED 2,000

SPECIAL CHILDREN'S CHARITIES

2 E 8TH ST SUITE 2M
CHICAGO,IL60605 		NONE   UNRESTRICTED 1,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN B
STATEN ISLAND,NY10306 		NONE   UNRESTRICTED 2,000

WINNETKA COMMUNITY HOUSE

620 LINCOLN AVE
WINNETKA,IL60093 		NONE   UNRESTRICTED 2,000

GENEVA LAKES FAMILY YMCA

203 S WELLS ST
LAKE GENEVA,WI531472096 		NONE   UNRESTRICTED 4,000

BENTONVILLEBELLA VISTA TRAILBLAZER

PO BOX 2821
BENTONVILLE,AR72712 		NONE   UNRESTRICTED 4,000

CHOSEN FAMILY LAW CLINIC

30 WALL STREET 8TH FLOOR
NEW YORK,NY10005 		NONE   UNRESTRICTED 5,000

COAST GAURD AUXILARY FOUNDATION

1301 W 1ST ST STE E1
GRANITE CITY,IL62040 		NONE   UNRESTRICTED 2,000

COVE SCHOOL

350 LEE RD
NORTHBROOK,IL60052 		NONE   UNRESTRICTED 5,000

EMERGENCY RESIDENCE PARK

225 S KELLOGG
AMES,IA50010 		NONE   UNRESTRICTED 7,000

EVERY ORG

58 W PORTAL AVENUE 781
SAN FRANCISCO,CA941271304 		NONE   UNRESTRICTED 2,000

FRIENDS OF WLRN

PO BOX 19731
MIAMI,FL331019731 		NONE   UNRESTRICTED 2,000

FRIENDS OF CLARENDON HILLS LIBRARY

7 NORTH PROSPECT AVENUE
CLARENDON HILLS,IL60514 		NONE   UNRESTRICTED 1,500

FRIENDS OF THE LAKE GENEVA LIBRARY

918 W MAIN
LAKE GENEVA,WI53147 		NONE   UNRESTRICTED 1,500

GEORGETOWN UNIVERSITY

DEPARTMENT NUMBER 0734
WASHINGTON,DC200730734 		NONE   UNRESTRICTED 2,000

GHOSTLIGHT ETC

923 CURTISS STREET
DOWNERS GROVE,IL60515 		NONE   UNRESTRICTED 2,000

HEART ON MAIN STREET

40 JOHN PORTMAN BLVD
ATLANTA,GA30303 		NONE   UNRESTRICTED 2,000

INDEPENDENCE SPEC REC PARENT GRP

5351 N NATCHEZ AVENUE
CHICAGO,IL60656 		NONE   UNRESTRICTED 1,000

INDIGENOUS MED CONSERVATION FUND

150 NATIONAL STREET
SANTA CRUZ,CA95060 		NONE   UNRESTRICTED 2,000

NYC ANTI VIOLENCE PROJECT

116 NASSAU STREET 3RD FL
NEW YORK,NY10038 		NONE   UNRESTRICTED 2,500

PISGAH AREA SORBA

PO BOX 61
SKYLAND,NC28776 		NONE   UNRESTRICTED 4,000

PLEIADES NETWORK

PO BOX 1017
HUDSON,NY12534 		NONE   UNRESTRICTED 2,000

SIGMA NU EDUCATIONAL FTN

PO BOX 1869
LEXINGTON,VA24450 		NONE   UNRESTRICTED 2,000

U S FUND FOR UNICEF

125 MAIDEN LANE
NEW YORK,NY10306 		NONE   UNRESTRICTED 2,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD SUITE 300
JACKSONVILLE,FL32256 		NONE   UNRESTRICTED 2,000
Total .................................right arrow 3a 700,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 72  
4 Dividends and interest from securities ....     14 91,219  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 26,569 347,048
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INC - BASI 		        34,304
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   117,860 381,352
13Total. Add line 12, columns (b), (d), and (e)..................
13
499,212
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 3,495 3,495    

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TY 2023 DepreciationSchedule
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS 2002-06-30 4,605 2,425 S/L 39.0000 118 118    
COMPUTER (1/3 SHARE) 2011-06-30 317 317 200DB 5.0000        

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TY 2023 GainLossSaleOtherAssetsSch
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
AMERICAN MUTUAL A 2010-05 PURCHASE 2023-11   12,248 8,411     3,837  
AMERICAN CAP INC BUILDER A 2010-05 PURCHASE 2023-11   22,016 19,240     2,776  
AMERICAN CAPITAL WORLD BOND A 2010-05 PURCHASE 2023-11   9,413 11,973     -2,560  
AMERICAN CAP WRLD GRW & INC A 2010-05 PURCHASE 2023-11   37,058 28,099     8,959  
FRANKLIN UTILITIES A1 2010-05 PURCHASE 2023-11   15,724 12,288     3,436  
FRANKLIN INC FUND OF AMER A 2011-05 PURCHASE 2023-11   21,406 11,340     10,066  
AMERICAN INC FUND OF AMER A 2010-05 PURCHASE 2023-11   34,142 32,321     1,821  
AMERICAN INTL GROWTH & INC A 2010-05 PURCHASE 2023-11   16,161 15,369     792  
MICROSOFT CORP 2006-01 PURCHASE 2023-11   99,804 7,927     91,877  
MICROSOFT CORP 2006-01 PURCHASE 2023-11   50,029 3,679     46,350  
SCHLUMBERGER LIMITED 2010-05 PURCHASE 2023-11   29,145 33,495     -4,350  
AMERICAN MUTUAL INV A 2010-05 PURCHASE 2023-11   31,832 24,402     7,430  
ILLINOIS TOOL WORKS INC 2010-05 PURCHASE 2023-11   99,583 12     99,571  
JPMORGAN CHASE & CO 2010-05 PURCHASE 2023-11   25,108 124     24,984  
SCHLUMBERGER LIMITED 2010-05 PURCHASE 2023-11   48,155 20,973     27,182  
UNION PACIFIC CORP 2010-05 PURCHASE 2023-11   24,966 89     24,877  

TY 2023 InvestmentsCorpStockSchedule
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Name of Stock End of Year Book Value End of Year Fair Market Value
CAPITAL WORLD GROWTH & INCOME 198,397 281,439
WASHINGTON MUTUAL INVESTORS 173,450 239,660
INCOME FUND OF AMERICA 220,584 248,720
CAPITAL INCOME BUILDER FUND 131,501 161,324
FRANKLIN UTILITIES 89,030 111,970
FRANKLIN RISING DIVIDENDS 83,159 158,759
AMERICAN MUTUAL FUND 58,998 90,225
AMERICAN INTERNATIONAL GRW & INC 105,437 120,976
CAPITAL WORLD BOND FUND 82,624 69,220
3M 64,281 92,922
WALMART 23,656 81,190
JOHNSON & JOHNSON 45,460 117,555
PROCTOR & GAMBLE 44,427 109,905
MICROSOFT 21,859 303,840
BANK OF AMERICA 39,244 33,670
AT&T 29,730 25,170
SCHLUMBERGER LIMITED    
ORACLE 13,885 73,485
LINCOLN NATIONAL 3,698 34,198
CITIGROUP 5,478 4,424
JPMORGAN CHASE 1,117 260,253
HONEYWELL 1,677 163,993
UNION PACIFIC 1,067 342,886
ILLINOIS TOOL WORKS 14 143,019
SECTOR SPDR TRUST ENERGY 65,127 83,840
WARNER BROS DISCOVERY 9,100 4,120

TY 2023 LandEtcSchedule2
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
IMPROVEMENTS 4,922 2,860 2,062  


TY 2023 OtherExpensesSchedule
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
POSTAGE & DELIVERY 290 145   145
SAFETY DEPOSIT BOX RENTAL 59 59    


TY 2023 OtherIncomeSchedule2
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INC - BASIS 34,304 34,304  


TY 2023 TaxesSchedule
Name:
ALBEN F & CLARA G BATES FOUNDATION
EIN:
36-6081072
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 1,726 863   863
FOREIGN TAX 627 627    
990 PF TAXES 2,000 2,000    
IL CHARITY TRUST BUREAU 15 15